Get your taxes done using TurboTax

If you are age 70 1/2 or older, selected the box for IRA/SEP/SIMPLE and there is a code 7 in box 7, then when you have completed entry of the Form 1099-R there are series of screens asking various questions.

On the screen Do any of these situations apply to you? check the box I transferred all or part of this money directly to charity and continue.

View solution in original post